Our Services
At Blossom Wealth Co., we offer a range of personalized financial services designed to help you navigate your financial journey with confidence and ease. Whether you're preparing for tax season, seeking advice on personal finance strategies, or starting that side hustle, Blossom Wealth Co. is here to provide you with the expert guidance and support you need. Let us help you cultivate a thriving financial future, one step at a time.
Individual
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Ideal for individuals looking for straightforward tax preparation and filing services who receive a w2
What We Offer:
1. Tax Preparation: We help you fill out and submit your federal and state tax returns.
2. Faster Refunds: We file your taxes electronically so you can get your refund quicker.
3. Tax Compliance: We make sure your taxes follow the current rules and regulations, which can change often.
4. Audit Support: If the IRS or state tax agency checks your taxes, we help you prepare the necessary documents and respond to their questions.
5. Consultation and Support:
- Annual Tax Consultation: You get up to 1 hour of help each year to discuss your taxes.
- Email Support: You can email us with basic tax questions anytime.
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This package offers more detailed planning and personalized support for your personal or family taxes.
What’s Included:
1. All Basic Tax Services:
- We handle your federal and state tax returns.
- We file electronically for faster refunds.
- We ensure your taxes follow current laws.
- We support you if you get audited.
- You get annual tax advice (up to 1 hour) and email support.
2. Additional Features:
- Advanced Preparation: We handle taxes for multiple states and complex situations (like investments or stock options).
- Tax Planning: We help you plan ahead to reduce your tax bill, including a mid-year review and adjustments.
- Deductions and Credits: We find and maximize all the deductions and credits you’re eligible for.
- Extended Consultation and Support:
- You get up to 2 hours of tax advice each year.
- Priority email and phone support for quicker help.
Business + Side Hustle
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Who It’s For: New businesses and startups needing to set up their financial systems. This package helps new businesses get off to a strong start with setup, ongoing bookkeeping, and tax services.
What We Offer:
1. Business Formation Assistance:
- Help with choosing the right business type (like Sole Proprietorship, LLC, or Corporation).
- Assistance with registration and getting the necessary licenses.
2. Basic Bookkeeping Setup:
- We set up accounting software (like QuickBooks) for you.
- We create a chart of accounts tailored to your business needs.
3. Monthly Bookkeeping:
- We record all your financial transactions.
- We reconcile your bank and credit card accounts each month to ensure everything is accurate.
4. Tax Preparation and Filing:
- We prepare and file your federal and state income tax returns.
- We calculate and file your quarterly estimated taxes.
5. Audit Support:
- We help you gather documents and respond if you face an IRS or state audit.
6. Consultation and Support:
- One hour of financial and tax advice each month.
- Email support for quick questions and clarifications.
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Who It’s For: existing entities; Sole proprietors, LLCs, S-Corps, and rental property owners. This package is designed to make tax filing simple and straightforward for small businesses.
What We Offer:
1. Tax Preparation: We handle the preparation and filing of your federal and state tax returns.
2. Faster Refunds: We file your taxes electronically to speed up your refund.
3. Tax Compliance: We make sure your taxes follow the current rules and regulations.
4. Audit Support: If the IRS or state tax agency checks your taxes, we help you gather the needed documents and respond to their questions.
5. Consultation and Support:
- Annual Tax Consultation: You get up to 1 hour of help each year to discuss your taxes.
- Email Support: You can email us with basic tax questions anytime.
Comprehensive
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Who It’s For: Growing businesses looking for detailed guidance and optimization of tax and planning strategies. This package is designed to support and guide growing businesses with more advanced oversight and strategic planning.
What We Offer:
1. All Startup Essentials Services:
- Business formation help.
- Basic bookkeeping setup and monthly bookkeeping.
- Tax preparation and filing.
- Monthly consultation (1 hour) and email support.
2. Additional Features:
- Advanced Bookkeeping:
- Manage your accounts payable (money you owe) and receivable (money you’re owed).
- Handle payroll processing and ensure compliance with laws.
- Financial Reporting:
- Monthly financial statements including income statements, balance sheets, and cash flow statements.
- Custom financial reports tailored to your business needs.
- People Advisory Services:
- Support and advice on managing your employees, who are a key asset to your business.
- Tax Planning:
- Strategic planning to reduce your tax liabilities.
- Mid-year tax review and adjustments.
- Budgeting and Forecasting:
- Help with preparing your annual budget.
- Financial forecasting and managing cash flow.
- Enhanced Consultation and Support:
- 2 hours of financial and tax advice each month.
- Priority email and phone support for quicker responses.
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Who It’s For: Established businesses needing in-depth financial analysis and strategic advice. This package offers thorough support for well-established businesses, covering every aspect of financial oversight, strategic planning, and business advisory.
What We Offer:
1. All Growth Accelerator Services:
- Advanced bookkeeping, including managing payables, receivables, and payroll.
- Monthly financial statements and custom reports.
- People advisory services.
- Strategic tax planning, mid-year reviews, and budgeting.
- 2 hours of monthly consultations and priority support.
2. Additional Features:
- Comprehensive Financial Management:
- Full bookkeeping and accounting services.
- Management of inventory and cost accounting.
- Advanced Financial Reporting:
- Detailed tracking of Key Performance Indicators (KPIs) and performance analysis.
- Quarterly financial reviews and strategic planning sessions.
- Advanced People Advisory Services:
- Annual review of compensation plans.
- Assistance with employee benefits offerings.
- Tax Strategy and Compliance:
- Development of a comprehensive tax strategy tailored to your business.
- Business Advisory Services:
- Support for mergers and acquisitions.
- Business valuation and exit planning.
- Enhanced Consultation and Support:
- Unlimited consultations for financial and tax advice.
